7 banking advisor jobs at 4 companies in Lodi, CA
2mo
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Wealth Advisor - Banner Bank
Chico or Davis or Folsom or Elk Grove or Mount Shasta
$70k-$90k/yr OnsiteFull Time
2+ YOETwo years investment sales experience; licenses in financial products; bachelor’s degree preferred.
Microsoft Office, PowerPoint
2mo
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Wealth Advisor - Banner Bank
Chico or Davis or Folsom or Redding or Elk Grove or Mount Shasta
$70k-$90k/yr OnsiteFull Time
2+ YOEHigh school diploma; 2+ years investment sales; active FINRA licenses (Series 7, 63, 65/66); life license; state license as required; computer skills.
Microsoft Office, PowerPoint
2mo
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Senior Home Lending Advisor - Turlock CA
Turlock or Merced
$17/hr OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience, 3+ years mortgage lending/sales in retail banking, knowledge of FHA/VA/FNMA/FHLMC, NMLS registration required, strong communication and consultative skills.
National Mortgage Licensing System (NMLS), Windows, Chase.com
3d
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Business Solutions Advisor - Preferred Business West Sacramento Market
Sacramento or Sacramento or Sacramento
$26-$35/hr OnsiteFull Time
1+ YOERequires high school diploma/GED, 1 year of experience, business-to-business sales or small business banking, strong communication, customer service, sales, relationship-building, and problem-resolution skills.
spreadsheets
3d
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Business Solutions Advisor - Preferred Business West Sacramento Market
Sacramento, California, United States
$26-$35/hr OnsiteFull Time
High school diploma or equivalent; proven business-to-business sales or small business banking experience, sales track record, strong communication, customer service, relationship-building, and outbound phone sales skills.
spreadsheets
1mo
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2027 Global Private Bank Advisor Program (Full-time Analyst) - US Private Bank
New York or Atlanta or Austin or Baton Rouge or Baltimore or Birmingham or Boston or Chicago or Cleveland or Dallas or Denver or Greenwich or Los Angeles or Irvine or Las Vegas or Minneapolis or Palo Alto or Pasadena or San Diego or San Francisco or Seattle or Westlake Village or Summit or Washington or Long Island City or Rochester or Walnut Creek or Manhattan Beach or Philadelphia or Pittsburgh or Cincinnati or Scottsdale or St Louis or New Orleans or Oklahoma City or Tulsa or Columbus or Miami or Jacksonville or San Antonio or Orlando or Tampa or Fort Lauderdale or Fort Worth or Grand Rapids or Indianapolis or Milwaukee or Naples or Nashville or Palm Beach or Raleigh
$100k-$110k/yr OnsiteFull Time
Pursuing Bachelor's or Master’s (non-MBA) with graduation Dec 2026–Jun 2027, attending a U.S. college, authorized to work in the U.S.; strong interpersonal, analytical, communication, and organizational skills.
2mo
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Wealth Management Client Associate
Walnut Creek, California, United States
$25-$44/hr OnsiteFull Time
Client service support for wealth management; assist Financial Advisors; ensure timely client materials; follow bank policies; multi-task and adapt in a fast environment.
Microsoft Office, Salesforce